Riverbridge Partners LLC Has $210.87 Million Position in Heico Corporation $HEI

Riverbridge Partners LLC decreased its holdings in Heico Corporation (NYSE:HEI) by 8.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 653,205 shares of the aerospace company’s stock after selling 60,171 shares during the period. Heico comprises approximately 3.6% of Riverbridge Partners LLC’s holdings, making the stock its 3rd largest holding. Riverbridge Partners LLC’s holdings in Heico were worth $210,868,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Avalon Capital Management boosted its holdings in shares of Heico by 0.9% in the second quarter. Avalon Capital Management now owns 3,895 shares of the aerospace company’s stock valued at $1,278,000 after purchasing an additional 33 shares during the period. Ridgewood Investments LLC grew its position in shares of Heico by 36.5% during the 2nd quarter. Ridgewood Investments LLC now owns 131 shares of the aerospace company’s stock worth $43,000 after buying an additional 35 shares in the last quarter. Barrett & Company Inc. increased its stake in shares of Heico by 1.6% during the second quarter. Barrett & Company Inc. now owns 3,216 shares of the aerospace company’s stock valued at $1,055,000 after buying an additional 50 shares during the period. Emerald Advisers LLC raised its holdings in shares of Heico by 1.9% in the second quarter. Emerald Advisers LLC now owns 3,000 shares of the aerospace company’s stock valued at $984,000 after acquiring an additional 56 shares in the last quarter. Finally, Moody Lynn & Lieberson LLC lifted its stake in Heico by 1.4% in the second quarter. Moody Lynn & Lieberson LLC now owns 4,230 shares of the aerospace company’s stock worth $1,387,000 after acquiring an additional 60 shares during the period. Hedge funds and other institutional investors own 27.12% of the company’s stock.

Insider Buying and Selling

In other Heico news, Director Adolfo Henriques purchased 676 shares of Heico stock in a transaction on Friday, October 10th. The stock was bought at an average cost of $243.93 per share, with a total value of $164,896.68. Following the transaction, the director owned 24,069 shares of the company’s stock, valued at $5,871,151.17. This represents a 2.89% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Julie Neitzel acquired 676 shares of the business’s stock in a transaction dated Friday, October 10th. The stock was acquired at an average price of $243.93 per share, for a total transaction of $164,896.68. Following the purchase, the director directly owned 676 shares of the company’s stock, valued at approximately $164,896.68. This trade represents a ? increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired 4,448 shares of company stock worth $1,086,933 in the last quarter. 9.55% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research firms have recently commented on HEI. BNP Paribas set a $330.00 price target on shares of Heico in a report on Tuesday, November 18th. Barclays boosted their price objective on shares of Heico from $280.00 to $300.00 and gave the stock an “equal weight” rating in a research note on Tuesday, September 2nd. Wall Street Zen raised Heico from a “hold” rating to a “buy” rating in a research report on Saturday, December 13th. UBS Group restated a “neutral” rating on shares of Heico in a research note on Monday. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $382.00 target price (up from $337.00) on shares of Heico in a report on Wednesday, August 27th. Ten investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, Heico presently has an average rating of “Moderate Buy” and a consensus price target of $351.38.

Heico News Summary

Here are the key news stories impacting Heico this week:

• Positive Sentiment: Heico beat Q4 estimates: EPS $1.33 vs. consensus ~$1.22 and revenue $1.21B (+19.3% YoY); operating profit, gross profit and net income all improved materially — this supports upside to earnings momentum and valuation. Heico Q4 revenue & EPS beat (Quiver)
• Positive Sentiment: Record profitability: company reported record net income and record operating income for the quarter and fiscal year, underscoring margin expansion and execution across its aerospace after?market businesses. Record net income release
• Positive Sentiment: Management signaled continued net?sales growth and a strong acquisition pipeline for fiscal 2026 while expecting expanding margins — forward commentary that can justify multiple expansion. Fiscal 2026 guidance & acquisition pipeline
• Positive Sentiment: Heico announced an acquisition — EthosEnergy accessories & components — expanding its product set and M&A pipeline (terms not disclosed). M&A is a core growth driver for HEI historically. Acquisition of EthosEnergy components
• Positive Sentiment: Dividend declared: Board approved a $0.12 per?share cash dividend (semiannual), continuing a long history of payouts — supportive for income-focused holders. Dividend declaration
• Neutral Sentiment: Analyst activity: Citi (and others) have been issuing Buy ratings and price targets above current levels, giving bench strength to the rally but also setting expectations for continued execution. Analyst initiation / coverage
• Neutral Sentiment: Cash generation and balance-sheet items improved (operating cash climbed year?over?year and capex remained modest), which supports M&A and buybacks but requires monitoring for allocation decisions. Cash flow & balance-sheet details
• Negative Sentiment: Acquisition details undisclosed: lack of financial terms creates short?term uncertainty around the deal’s immediate EPS impact and integration risk. Acquisition terms not disclosed
• Negative Sentiment: Institutional moves were mixed—some large holders trimmed positions in recent quarters (per filings), which could create selling pressure if momentum fades. Institutional activity details

Heico Price Performance

Shares of NYSE HEI opened at $326.92 on Monday. The company has a market cap of $45.51 billion, a PE ratio of 66.58, a P/E/G ratio of 3.21 and a beta of 1.04. The company has a debt-to-equity ratio of 0.58, a quick ratio of 1.51 and a current ratio of 3.35. The business has a 50-day simple moving average of $313.51 and a two-hundred day simple moving average of $315.68. Heico Corporation has a fifty-two week low of $216.68 and a fifty-two week high of $338.92.

Heico (NYSE:HEI) last posted its quarterly earnings results on Thursday, December 18th. The aerospace company reported $1.33 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.22 by $0.11. Heico had a net margin of 15.39% and a return on equity of 17.18%. The business had revenue of $1.21 billion during the quarter, compared to analysts’ expectations of $1.17 billion. During the same quarter last year, the company posted $0.99 earnings per share. The business’s quarterly revenue was up 19.3% on a year-over-year basis. As a group, equities analysts expect that Heico Corporation will post 4.2 EPS for the current fiscal year.

Heico Announces Dividend

The company also recently announced a dividend, which will be paid on Tuesday, January 20th. Investors of record on Monday, January 5th will be given a $0.12 dividend. The ex-dividend date is Monday, January 5th. This represents a yield of 8.0%. Heico’s dividend payout ratio is currently 4.89%.

Heico Profile

HEICO Corporation is an aerospace, defense and electronics company that designs, manufactures, and sells a range of products and provides repair and aftermarket services. Headquartered in Hollywood, Florida, HEICO supplies replacement components, repair services and engineered systems for commercial and business aviation, military and space markets as well as for selected industrial and medical customers. The company’s offerings are focused on sustaining and improving the reliability and availability of complex equipment across its end markets.

HEICO operates through two principal business areas.